3 Stocks Set to EXPLODE in 5 Years

Summary

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Earn Your Leisure Podcast – Episode Summary

Episode Title: 3 Stocks Set to EXPLODE in 5 Years

Air Date: February 22, 2026
Hosts: Rashad Bilal, Troy Millings
Featured Voices: Hunter Woodhull (US Paralympic gold medalist), Additional Guest/Co-host

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Overview

In this dynamic episode, Rashad Bilal and Troy Millings, alongside guest Hunter Woodhull, dive deep into their predictions for long-term stock holdings poised to outperform over the next five years. The discussion goes beyond typical choices, with the hosts and guest dissecting not just the companies themselves, but their shifting business models, leadership, and the evolving landscape of technology and industry. The conversation blends high-level financial analysis with cultural observations and candid takes on access to capital and innovation.

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Key Discussion Points & Insights

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1. Setting the Table: Not Your Usual Stock Picks

• [02:35] The panel intentionally avoids naming obvious tech giants like Apple and Microsoft, aiming for fresher perspectives.

  • Hunter Woodhull:

    "I'm not going to give you two Tech two index and I'm not going to say Apple and Microsoft. If I had to start today holding for five years... one would be Amgen, two would be Lilly because of the tech exposure and three would be Google. Those provide you almost little to no drawdown regardless of what the economy is going to do." (02:41)

• Analogy: Hunter compares Amgen and Lilly to "Jordan and Kobe" on the same team for investment performance.

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2. Differing Choices: Rashad and Guest Co-Host Weigh In

• Debate about picks like Nvidia, Microsoft, and Tesla.
  • Rashad:

    "If it's just stocks, Nvidia is, is, is one. Google will be two. ... I think that over the next five years Tesla is going to have a hell of a run." (04:10, 04:34)

  • Guest/Co-host: Expresses his own preference for Nvidia, Microsoft, and even throws XRP and Bitcoin (crypto) into the mix for context.

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3. Tesla & Elon Musk: Vision vs. Valuation

• [04:54 – 08:23] Explorers the high-risk, high-reward path Tesla and Elon Musk are carving through robotics, AI, and beyond.

  • The group analyzes Elon Musk’s statements on shifting Tesla from a car company to a robotics and software powerhouse.

    • Hunter Woodhull:

      "The value of software is damn near... What Elon has done well, though. He knows how to pick a category that's going to dominate for 15 years though." (05:29)

  • Rashad:

    "He’s telling you straight up, like, yo, this isn't about cars… we’re done with that now. This is where we’re going." (05:56)

• Skepticism surfaces:

  • Guest/Co-host:

    "It’s problematic to me because… they’re missing numbers on the cars. And now you shift into an industry once again. The bubble, it’s. It’s a guess." (06:12)

  • Comparing speculative bubbles, Tesla's robot prediction likened to the metaverse hype.

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4. Humanoid Robots: How Realistic Is the Forecast?

• [06:34 – 13:32] Discussion on Musk’s bold promises for 100+ million humanoid robots, skepticism about timelines, and broader automation trends.

  • Guest/Co-host:

    "They saying that human. There’s gonna be a hundred million humanoid robots. That’s what they're saying." (06:34)
    "You really think that humanoid robots is going to take over the way they like 100 million humanoid robots?" (09:18)

  • Hosts clarify their stance:

    • Rashad:

      "Will everybody have it in their homes? I don’t think we’re there in the next five years… can anybody afford it right when that first iteration of anything, it's usually super expensive and there's only a limited people that can afford." (09:29)

  • Hunter on market cycles/founder privilege:

    "Some creators and founders are allowed to paint a lofty picture that's bigger than the total addressable market... If I would have pitched the metaverse and then fell, I would have been for assassinated. Same with the stuff that he gets to say.” (10:23)

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5. Robotics & AI as a Generational Investing Theme

• [12:32] Insight into the future of robotics and its impact on work.

  • Rashad:

    "The godfather of AI said that robotics is a once in a generation opportunity and it has a chance to do work that we do now and will no longer want to do in the future. So he's backing that." (12:32)

• General consensus: Robotics/AI will play a big role, but the humanoid vision within five years is likely overblown.

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6. Who Gets to Bet Big (and Fail Big)?

• [08:23, 10:23] Frank talk on who is afforded unlimited capital and second chances, contrasting Elon Musk and Zuckerberg’s leeway with underrepresented entrepreneurs’ harsh constraints.
  • Guest/Co-host:

    “Some entrepreneurs are afforded to lose hundreds of billions of dollars and then they get rewarded with hundreds of billions of dollars. Other entrepreneurs have no margin of error at all." (08:49)

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7. AI, Robotics, and the Value Shift

• Reflecting on Apple missing the AI wave and the challenges of pivoting (Tesla transforming from cars to robotics).
  • Hunter Woodhull:

    “Even I know I may be tough on Tim Cook. Steve [Jobs] wouldn't have missed this AI wave like this. Any other company that missed the AI wave, they're suffering.” (11:15)

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8. Wrap-Up: No Hype, Just Guidance

• Final consensus: Robotics and AI have once-in-a-generation potential, but investors should balance forward-looking vision with measured expectations.
• Stock picks are backed by reasoning tied to macro trends, leadership, and a willingness to challenge the mainstream.

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Notable Quotes & Memorable Moments

• Hunter (Stocks):

  "Amgen's like I— I can't say a baby Lilly because they're different vocations. But the things that I loved about Lilly, they have the same thing. They're just not as great. Like it's like Jordan and Kobe." (02:55)

• On Elon Musk:

  "He knows how to pick a category that's going to dominate for 15 years, though." – Hunter, (05:29)

• On Robotics & AI:

  "The godfather of AI said that robotics is a once-in-a-generation opportunity..." – Rashad, (12:32)

• On access to capital:

  "Some entrepreneurs are afforded to lose hundreds of billions of dollars and then they get rewarded...Other entrepreneurs have no margin of error at all." – Guest, (08:49)

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Timestamps for Key Segments

• Stock Picks & Reasoning: 02:35 – 04:34
• Tesla & Visionary Shifts: 04:34 – 06:08
• Skepticism on Robotics Timeline: 06:08 – 13:32
• Access to Capital in Tech: 08:23 – 10:23
• AI “Wave” & Company Pivots: 11:15 – 13:15

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Conclusion

This episode provides a masterclass blend of practical investment discussion and cultural critique, laying out a nuanced perspective on market giants, visionary leaders, and the promise and pitfalls of nascent technology. Whether a seasoned investor or an aspirant, listeners are left with clear, critical frameworks to assess not just what stocks to buy, but why.

Transcript

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[Tara Davis Woodhull]

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[Hunter Woodhull]

Davis Woodhull and I'm US Paralympic gold medalist Hunter Woodhull.

[Rashad]

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[Hunter Woodhull]

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[Rashad]

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[Guest/Co-host]

What's the, what's the top three long term holdings?

[Hunter Woodhull]

I love this question and hate it at the same time. I'm not going to give you two Tech two index and I'm not going to say Apple and Microsoft. If I had to start today holding for five years, if I have to pick three Mega Cap, one would be Amgen, two would be Lilly because of the tech exposure and three would be Google. Those provide you almost little to no drawdown regardless of what the economy is going to do. Amgen and Lily are going to print money, but especially Amgen. Amgen's like I, I can't say a baby Lily because they're different vocations. But the things that I loved about Lily, they have the same thing. They're just not as great. Like it's like Jordan and Kobe. Like if I can put Jordan and Kobe on the same team, I'm, I'm good. Going to war with anybody.

[Guest/Co-host]

You said Amgen.

[Hunter Woodhull]

Oh, you said no Amgen. Lily and Google are the three.

[Guest/Co-host]

So those, those are your top. Those are your top three.

[Hunter Woodhull]

If I had to start new today,

[Guest/Co-host]

like today, right now, five years.

[Hunter Woodhull]

Yeah, yeah.

[Guest/Co-host]

Those are over Nvidia, over Microsoft.

[Rashad]

Who you got before I say who you got?

[Guest/Co-host]

Nvidia, Microsoft.

[Hunter Woodhull]

Rashad said xrp

[Guest/Co-host]

and XRP for sure. Well, Bitcoin, if, if we're not talking just. But if it's just stocks.

[Hunter Woodhull]

Yeah, just stocks.

[Guest/Co-host]

Just stocks.

[Rashad]

If it's just stocks, Nvidia is, is, is one. Google will be two. It's just for the next five years.

[Hunter Woodhull]

You're just next five. Yep.

[Rashad]

I don't want to invest in it, but I think who I don't. I'm obviously TSM would be that because that's always my number one.

[Hunter Woodhull]

Yeah, yeah.

[Rashad]

I think, I think that over the next five years Tesla is going to have a hell of a run.

[Hunter Woodhull]

Even if he leaves.

[Guest/Co-host]

Why would he leave? He just got the billion. He just got the trillion dollar pay package. If he hits certain.

[Rashad]

I think those the metrics that he's going to meet the metrics.

[Hunter Woodhull]

He can meet the metrics and leave to the company that really matter but

[Rashad]

that he has to do it within a certain time frame. He doesn't get to the trillion. I think it's by. He has to do it in like eight or nine years. So that falls within the range. I think the autonomous, the robotics what he's now doing in terms of like technology and space. He'll Figure out a way to incorporate that. Tesla is just such an interesting proposition for the next five years that outside of the ones you guys said, I think the return on that would be pretty. Pretty interesting. High growth. I wouldn't want to do it, but I think it'll have a hell of a return in the next five years.

[Hunter Woodhull]

And sometimes the person in the space will tell you where the economy is going. When he said, we're not a car company. I'm going to robotics straight up. That tells you the value of software is damn near you. I don't like a lot of his political aspersions. I don't like how his daddy acted.

[Guest/Co-host]

Right.

[Hunter Woodhull]

I like how daddy raised him. What Elon has done well, though. He knows how to pick a category that's going to dominate for 15 years, though.

[Rashad]

That's the line, bro. And that's why I thought it. I'm like, he's telling you straight up, like, yo, this isn't about car. This isn't about us making cars. In fact, that model, the whole sector, we're done making that. It. Yeah, it was nice.

[Guest/Co-host]

We.

[Rashad]

It made sense. But we're done with that now. This is where we're going.

[Guest/Co-host]

But even that is problematic. Hit the like button and share. We're almost at 7,000, please. Even that is problematic to me because, I mean, they're missing numbers on the cars. And now you shift into an industry once again. The bubble, it's. It's a guess. Some people can raise money and. And be off of it. Goes back to the.

[Hunter Woodhull]

To the metaverse speculation or the.

[Guest/Co-host]

They saying that human. There's gonna be a hundred million humanoid robots. That's what they saying.

[Hunter Woodhull]

That's. That's a large.

[Guest/Co-host]

They also said that. They also said that real estate in the Met, in the Met, in a metaverse was going to be the new frontier. And Snoop Dogg, somebody brought like a million dollars for the house next to Snoop Dogg.

[Rashad]

Who's they?

[Guest/Co-host]

That's they.

[Rashad]

They. Because people was killing Zuck for. They didn't. They didn't want to go on that ride with them.

[Guest/Co-host]

Well, a lot of people did, though. A lot of people brought into the metaverse. It wasn't just Zuckerberg. A lot of people heavy. So, I mean, I don't know. I just feel like Elon, like you basing your whole company off of a thesis of what could potentially happen, but what's currently happening. He's disappointing the. The cars and he's. He's got himself in a lot of political turmoil. When the Democrats Take over. They're not just going to forget everything that he did. He's gonna have to have some level of retribution and payback for this.

[Rashad]

Well, he still got three years and that's the crazy part. So if it's in the next five, he's still got three left.

[Hunter Woodhull]

If Xai, who. Who is Xia merging with his other company?

[Rashad]

It's already done. SpaceX.

[Hunter Woodhull]

That would tell you if I got an asset and Sam allegedly stole the baby that I helped create and help get funding for it. Employees. And you do your super bowl commercial and I make a competitive asset and I move it over to SpaceX. It's interesting. He didn't move it over to Tesla.

[Guest/Co-host]

No, exactly. 100. SpaceX is not. That's. That's the one to me.

[Hunter Woodhull]

Because I think he's going to do the same with Starlink and put XAI. SpaceX and Starlink and the one that's a company that most people cannot. Cannot touch. My company. Damn near untouchable.

[Rashad]

I'm not going to comment today, but I will comment next week and this will make sense when I. When I do it.

[Hunter Woodhull]

Got you.

[Rashad]

Yeah.

[Guest/Co-host]

Space. But we, at some point we do have to have that real conversation, though. There's. There's luxuries that some people's afforded that other entrepreneurs are not.

[Rashad]

100%. Oh, we know.

[Guest/Co-host]

Like the metaverse.

[Hunter Woodhull]

I love Zuck. Shout out to everybody. HQ at the Hudson Building. But if I delivered that metaverse and that was the losses on it, you're not.

[Rashad]

There is no second chance. You're not even getting the first chance. The idea is not getting you a first chance.

[Guest/Co-host]

And we're going to talk about access to capital later on the episode. But some entrepreneurs are afforded to lose hundreds of billions of dollars and then they get rewarded with hundreds of billions of dollars. Other entrepreneurs have no margin of error at all. You lose $1,000 and your life is over. So Elon, people like him on Wall street, but he. What is he? He's. You really think that humanoid robots is going to take over the way they like 100 million humanoid robots? You really think that's gonna happen?

[Rashad]

Take over in what sense?

[Guest/Co-host]

100 million. He's. I think he said 300. Something like that.

[Rashad]

I don't know.

[Guest/Co-host]

I don't think.

[Rashad]

I don't think. I don't think we're in Terminator. I. I think obviously in factories and workforce. Does it change?

[Hunter Woodhull]

Yeah.

[Rashad]

Will everybody have it in their homes? I don't think we're there in the next five years. I I think you'll start to see the signs of how it improves some. Like I said workforce, maybe some forms of life. Like some things, some tasks in life. But can anybody afford it right when that first iteration of anything, it's usually super expensive and there's only a limited people that can afford that. That price point until they figure out a model that makes sense that the everyday person can have. We're not, we're not there yet. But. But you could. That's where they headed. You can see all, all systems are pointing that way. Although maybe we should stop talking about Ian.

[Guest/Co-host]

Where are you?

[Hunter Woodhull]

Can you guys hear me?

[Rashad]

They try to get the boy out. Yeah, you know what Elon?

[Hunter Woodhull]

I'm sorry, my bad. But no do I think there'll be 100, 100 million humanoid robots through one company? Probability is low even if you just look at the the delivery history of what he said about fsd. But like you said, some creators and founders are allowed to paint a lofty picture that's bigger than the total addressable market. Yeah, like I said, if I would have pitched the metaverse and then fell, I would have been for assassinated. Same with the stuff that he gets to say. And they man, they criticize the hell out of Obama for putting his feet up on a desk and wearing a tan suit. There's just some liberties that are given and this is a fact like even I know I may be tough on Tim Cook. Steve wouldn't have missed this AI wave like this. Any other company that missed the AI wave, they're suffering. They're suffering as a result.

[Guest/Co-host]

So is that a model that can really be a pivot for a company that's a car company now just to go into uncharted territories and say okay, this is the play that we going to do Robots robotics.

[Hunter Woodhull]

I think because he's a visionary, he will be able to do it. But I ultimately think that he is going to railroad Tesla. I said a person in the comments who said Starlink is already under ownership of SpaceX. They. They have of course a partnership but if it was completely owned by SpaceX you wouldn't be able to invest in both rounds. So they don't solely on it. I do think upon exit he you can put away in for your shoes to be too big to fill his are but it's also a poison pill so that the company does not thrive. Look at what he's done to the value of the company of just the cars in the last five years. At one point people were paying 80 and $90,000 for those cars. You can get some of those cars out for 22 grand. That's a hard pivot. While people are sitting in a finance and option and the value of the car is less than the loan that you got.

[Rashad]

Yeah. The godfather of AI said that robotics is a once in a generation opportunity and it has a chance to do work that we do now and will no longer want to do in the future. So he's backing that.

[Guest/Co-host]

Who? Yeah, I mean, everybody. I don't think anybody. It's like, once again, it's like, hey, I don't think anybody's thinking that robotics is not going to play a major part, but I just don't see 300 million robots.

[Hunter Woodhull]

I don't either.

[Guest/Co-host]

The whole country, the human robots, factories and stuff like that, yeah, for sure they're gonna play a major part. But like just hundreds of millions of robots just walking the streets and just in everybody's household. I don't know. I don't see that happening in five years.

[Rashad]

No, I don't think it's five years. But you think about how many people work in factories, you think about the global impact of that. You're talking like if he's talking about walking outside and it's like I said, is it Terminator? No, but if you're talking about factory work, you're talking about millions of jobs.

[Guest/Co-host]

But the thing, a lot of those factors have already been replaced by robot. Not in the sense of robots, like humanoid robots, but machines that do that do work already. That's already taking away a lot of jobs. So humanoid robots, specifically.

[Rashad]

Different what? I mean, what we saw with our own eyes when, when they. We were on the tour Nvidia, when we got to see what they're doing in terms of programming the agentic like robots, it was like, damn, it was amazing.

[Hunter Woodhull]

Yep. Especially calibration for different space environments, for sure.

[Rashad]

Yeah. Like, this is different.

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